FINANCIAL PLANNING SERVICES

START YOUR FINANCIAL PLANNING WITH GEN! 

We are a licensed financial advisory firm with a team of passionate, enthusiastic and professional financial planners.

We work with multiple insurance partners and asset managers to provide a one-stop platform for all your personal financial planning needs.

We have a vision to change the way people start their financial planning from starting with products (i.e. what should I buy) to starting with education (i.e. what should I know).

Welcome to our financial planning services page, where we are dedicated to helping you achieve financial security and peace of mind.

At GEN, we understand that managing your finances can be a daunting task, especially when it comes to planning for the future. That’s why we offer a range of financial planning services, to help you navigate the complexities of financial planning and achieve your long-term financial goals.

We believe that everyone deserves to have a comprehensive financial plan tailored to their individual needs and goals. Whether you’re just starting out in your career, planning for retirement, or navigating a major life change, we are here to help.

Our team of licensed financial planners will work with you to understand your unique situation, develop a personalized financial plan, and guide you through the process of implementing and monitoring that plan over time.

START PLANNING FOR FREE

You can start addressing your financial planning concerns by signing up for a complimentary financial planning and review session with one of our financial planners.

Here is a list of financial planning needs that we are able to help you plan using our proprietary process:

1. Final Expenses Insurance Planning
2. Dependants Protection Insurance Planning
3. Mortgage Insurance Protection Planning
4. CPF Integrated Shield Plan and Medical Coverage Planning
5. CareShield Life Supplement and Long Term Care Planning
6. ElderShield Supplement and Long Term Care Planning
7. Investment of CPF for Retirement Planning
8. Critical Illness Insurance and income replacement planning
9. Disability Income Insurance and income replacement planning
10. Regular savings plan for wealth accumulation planning
11. Regular investment plan for wealth accumulation planning
12. Lump sum investment for wealth accumulation planning
13. Investing for retirement income planning
14. Annuities for retirement income planning
15. Legacy planning using insurance

At GEN, we are committed to providing our clients with the knowledge, tools, and resources they need to make informed financial decisions and achieve their goals.

So whether you’re looking for help with retirement or other aspects of financial planning, we’re here to help.

Contact us today to learn more about our services and how we can help you achieve financial security and peace of mind.

Your Name *

Your Email *

Your Contact *

Your Financial Planning Needs *
1. Final Expenses Insurance Planning2. Dependants Protection Insurance Planning3. Mortgage Insurance Protection Planning4. CPF Integrated Shield Plan and Medical Coverage Planning5. CareShield Life Supplement and Long Term Care Planning6. ElderShield Supplement and Long Term Care Planning7. Investment of CPF for Retirement Planning8. Critical Illness Insurance and income replacement planning9. Disability Income Insurance and income replacement planning10. Regular savings plan for wealth accumulation planning11. Regular investment plan for wealth accumulation planning12. Lump sum investment for wealth accumulation planning13. Investing for retirement income planning14. Annuities for retirement income planning15. Legacy planning using insurance

By providing your personal data in the field(s) above, you hereby consent to the collection and use of personal data to contact you, by way of telephone calls, SMS/MMS and emails for the purpose of attending to your enquiries. Please ensure that you are the user and/or subscriber of the telephone number(s) and/ or email address(es) provided. We dislike spam as much as you and will never rent or sell your information. By providing your personal data in the above field, you agree to the terms of use.

OUR PROMISE:

Proceed At Your Comfort

We will work with you on an appointment basis at a time that is mutually convenient

Start With Education

Based on the needs that you want to address, we will begin with educating you on the important factors to consider so that you are involved in the planning from the start

Process Driven Needs Analysis

We will help you understand if there are any financial gaps and if yes, what is the exact amount

Recommendations Based On Needs

We will provide recommendations based on what is established in the needs analysis

Comparison Of Solutions

When possible, we will provide a comparison of solutions with at least 3 companies for a well-rounded comparison

No Obligation

There are no obligations to take any of our recommendations

Written Plan Provided

We will provide to you the written financial plan for you to keep with the analysis done

OUR PROCESS:

1. We will get in touch with you via whatsapp to arrange for a convenient time for a call

2. Initial call to establish the needs that you would like to plan for

3. Arrange for a planning session via Zoom or in-person meeting

4. Review the financial planning session and research on suitable solutions (if needed)

5. Arrange for recommendation discussion session to review any recommendations

6. Conclude the financial planning session with next steps if any

At GEN, we are committed to providing our clients with the knowledge, tools, and resources they need to make informed financial decisions and achieve their goals.

So whether you’re looking for help with retirement or other aspects of financial planning, we’re here to help.

Contact us today to learn more about our services and how we can help you achieve financial security and peace of mind.

Your Name *

Your Email *

Your Contact *

Your Financial Planning Needs *
1. Final Expenses Insurance Planning2. Dependants Protection Insurance Planning3. Mortgage Insurance Protection Planning4. CPF Integrated Shield Plan and Medical Coverage Planning5. CareShield Life Supplement and Long Term Care Planning6. ElderShield Supplement and Long Term Care Planning7. Investment of CPF for Retirement Planning8. Critical Illness Insurance and income replacement planning9. Disability Income Insurance and income replacement planning10. Regular savings plan for wealth accumulation planning11. Regular investment plan for wealth accumulation planning12. Lump sum investment for wealth accumulation planning13. Investing for retirement income planning14. Annuities for retirement income planning15. Legacy planning using insurance

By providing your personal data in the field(s) above, you hereby consent to the collection and use of personal data to contact you, by way of telephone calls, SMS/MMS and emails for the purpose of attending to your enquiries. Please ensure that you are the user and/or subscriber of the telephone number(s) and/ or email address(es) provided. We dislike spam as much as you and will never rent or sell your information. By providing your personal data in the above field, you agree to the terms of use.